Home 2018-10-25T21:15:22+00:00

Unraveling Tax Headaches and

Building Financial Vision

Unraveling Tax Headaches and

Building Financial Vision

Wealth Management
Tax Planning & Preparation
15January 2019

Why Do We Owe Taxes?

January 15th, 2019|

Taxes have been around nearly as long as civilization itself. Historians have found tax records that go back to 6,000 B.C. in what is now Iraq. The ancient Greek, Egyptian and Chinese cultures all had their own versions as well. Even the bible has an account where a question was posed to Jesus - His response was to give Caesar what is his. That was his response in reference to [...]

5January 2019

How the government shutdown will affect your tax return?

January 5th, 2019|

In summary: the IRS is partially shut down and yes, you still have to pay your taxes on time. The bad news: you may not be able to receive your refund as long as the government is still shut down. While I don’t want to get into the political side of this issue, I do want to inform you on what you need to know concerning your taxes with tax [...]

30December 2018

Why You Shouldn’t Set New Years Resolutions

December 30th, 2018|

Why You Shouldn’t Set New Year’s Resolutions Do you set New Years resolutions? Do you set a goal to lose the 10 pounds you gained over the holidays every year? Have you been working towards a promotion for years on end? Have you told yourself you are going to take a vacation for 3 years in a row but still haven’t gone anywhere? If you set goals every year and [...]

24December 2018

5 Tax Tips for Small Business Owners

December 24th, 2018|

Track Your Expenses Receipts are like free money when it comes to taxes. Many of the receipts that you acquire over the year are for goods and services that can be deducted on your taxes which offsets taxable income. Of course, it is a hassle to hang on to small pieces of paper all year so try an app such as Shoeboxed, Expensify or Veryfi. This will allow you to [...]

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